Ian Lennox Davies – Financial Adviser
Adviser identifying number: 242612
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995
Name of the licence holder: SENTRY WEALTH MANAGEMENT PTY LTD
Licence number: 227748
Licensee’s ABN: 77103642888
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/01/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTRY WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 227748
Authorised Representative’s ABN: 77103642888
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business – Curtin University
- Certified Financial Planner Program – Financial Planning Association of Australia
- Chartered Accountant – Institute of Chartered Accountants
- Diploma in Financial Planning – Royal Melbourne Institute of Technology
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Institute of Chartered Accountants
Ian Lennox Davies is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility